据证券之星公开数据整理，近期安孚科技（603031）发布2025年中报。截至本报告期末，公司营业总收 入24.28亿元，同比上升4.98%，归母净利润1.07亿元，同比上升14.38%。按单季度数据看，第二季度营 业总收入10.5亿元，同比上升3.92%，第二季度归母净利润3537.25万元，同比上升24.34%。本报告期安 孚科技应收账款上升，应收账款同比增幅达33.71%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率48.28%，同比减1.89%，净利率19.13%，同比增 1.91%，销售费用、管理费用、财务费用总计5.29亿元，三费占营收比21.79%，同比减8.23%，每股净资 产8.96元，同比增7.44%，每股经营性现金流2.19元，同比增31.04%，每股收益0.5元，同比减3.85% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 23.13亿 | 24.28亿 | 4.98% | | 归母净利润(元) | 9314.69万 | 1.07亿 | 14.38% | | 扣非净利润(元) | ...

Group 1 - The core viewpoint of the news is that Anfu Technology has seen a decrease in the number of shareholders while maintaining a higher average shareholding value compared to the industry average [1][2] - As of June 30, 2025, Anfu Technology had 10,782 shareholders, a decrease of 270 shareholders or 2.44% from March 31, 2025 [1][2] - The average shareholding value per shareholder for Anfu Technology is 579,400 yuan, which is higher than the industry average of 445,700 yuan [1][2] Group 2 - From March 31, 2025, to June 30, 2025, Anfu Technology's stock price increased by 3.73%, despite the reduction in the number of shareholders [1][2] - During the same period, the net outflow of funds from major investors was 84.1759 million yuan, while retail investors saw a net inflow of 33.3236 million yuan [2]

华泰联合证券有限责任公司 关于 安徽安孚电池科技股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易实施情况 之 本独立财务顾问核查意见系依据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业 务管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市 公司重大资产重组》《上市公司监管指引第 9 号——上市公司筹划和实施重大资 产重组的监管要求》和《上海证券交易所上市公司重大资产重组审核规则》等 法律法规及文件的规定和要求，以及证券行业公认的业务标准、道德规范，经 审慎调查，本着诚实守信和勤勉尽责的态度，就本次交易认真履行尽职调查义 务，在审慎核查各方所提供的相关资料并充分了解本次交易行为的基础上出具 的，旨在就本次交易行为做出独立、客观和公正的评价，以供安孚科技股东及 有关各方参考。本独立财务顾问对本核查意见特作如下声明： 供方对所提供文件及资料的真实性、准确性和完整性负责，并保证该等信息不 存在虚假记载、误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的 任何风险责任； 行本次交易相关协议和声明或承诺的基础上出具 ...

Group 1 - The core viewpoint of the news is that Anhui Anfu Battery Technology Co., Ltd. is engaged in a transaction involving the issuance of shares and cash payment to acquire assets, along with raising supporting funds through a related party transaction [1][2][3] - The transaction includes the purchase of a 31.00% stake in Anfu Energy for a total consideration of 1,151.9871 million yuan, with 962.9503 million yuan paid in shares and 190.0368 million yuan in cash [7][8] - The company plans to raise up to 204.0368 million yuan from no more than 35 specific investors, which will be used to cover the cash payment for the transaction and intermediary fees [7][8] Group 2 - The transaction has received necessary approvals and authorizations, including consent from the China Securities Regulatory Commission [8][12] - As of the date of the legal opinion, the transfer of the targeted assets has been completed, with Anfu Energy's 31.00% stake being registered [9][10] - The company has fulfilled its information disclosure obligations regarding the transaction, and there are no significant discrepancies between the actual situation and previously disclosed information [10][11] Group 3 - There have been no changes in the board of directors, supervisors, or senior management personnel of the company since obtaining the registration approval from the China Securities Regulatory Commission [11][12] - The company has not experienced any non-operational occupation of funds or assets by actual controllers or related parties, nor has it provided guarantees for them [11][12] - All agreements related to the transaction have been executed, and the parties involved are fulfilling their commitments without any violations [11][12]

股票代码：603031 上市地点：上海证券交易所 股票简称：安孚科技 安徽安孚电池科技股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易 实施情况暨新增股份上市公告书 独立财务顾问 二〇二五年八月 安徽安孚电池科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易实施情况报告书 特别提示 一、本次发行仅指本次交易中发行股份购买资产部分的股份发行，募集配 套资金部分的股份将另行发行。 二、本次新增股份的发行价格为 23.46 元/股，该发行价格已经本公司董事 会及股东大会批准。本次新增股份数量为 41,003,849 股（其中限售流通股数量 为 41,003,849 股）。 三、本次发行股份购买资产的新增股份已于 2025 年 8 月 26 日在中国证券 登记结算有限责任公司上海分公司办理完成了登记手续，并取得中国证券登记 结算有限责任公司上海分公司出具的《证券变更登记证明》。 四、本次发行完成后，上市公司股份分布仍满足《公司法》《证券法》及 《上市规则》等法律、法规规定的股票上市条件。 安徽安孚电池科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易实施情况报告书 上 ...

Core Points - Anhui Anfu Battery Technology Co., Ltd. (安孚科技) is conducting a share issuance and cash payment to acquire a 31.00% stake in Anfu Energy (安孚能源) for a total transaction price of 1,151.9871 million yuan [5][6] - The share issuance price is set at 23.46 yuan per share, approved by the board and shareholders [5][6] - The transaction involves issuing 41,003,849 new shares, all of which are restricted from circulation [5][6] Transaction Overview - The transaction consists of two parts: issuing shares and cash payment to acquire Anfu Energy's stake and raising matching funds [5][6] - The cash component of the transaction is 190.0368 million yuan, while the share component is 961.9503 million yuan [5][6] - The total amount raised through the issuance of shares for matching funds will not exceed 204.0368 million yuan [6] Share Issuance Details - The issuance will be directed towards no more than 35 specific investors, with the total number of shares issued based on the total amount raised divided by the issuance price [6][7] - The issuance is not contingent on the success of the matching funds, but the matching funds are contingent on the completion of the share issuance [6][7] Valuation and Pricing - The valuation of Anfu Energy is based on its holdings in Yajing Technology (亚锦科技), with a total valuation of 4,196.52 million yuan for 100% of Anfu Energy [7][8] - The assessed value for the 31.00% stake in Anfu Energy is 1,301.1269 million yuan [7][8] - The pricing mechanism includes a differential pricing strategy based on negotiations with various stakeholders [8][9] Performance Commitments - Performance commitments have been made by the stakeholders involved, with specific net profit targets set for Anfu Energy and its subsidiaries over the next three years [19][20] - If the net profit targets are not met, the stakeholders are required to compensate the company, either through shares or cash [19][20] Lock-up Periods - Certain stakeholders have committed to lock-up periods for the newly issued shares, ranging from 12 to 36 months, depending on their respective agreements [15][16] - The lock-up agreements are designed to stabilize the share price post-issuance and ensure commitment from the stakeholders [15][16] Financial Implications - The transaction is expected to enhance the company's control over Anfu Energy, increasing its stake from 62.25% to 93.26% post-transaction [7][8] - The financial structure of the deal includes provisions for performance-based compensation and potential adjustments based on market conditions [19][20]

证券代码：603031 证券简称：安孚科技 公告编号：2025-063 安徽安孚电池科技股份有限公司 关于发行股份及支付现金购买资产实施情况 暨新增股份股本变动公告 （一）本次发行履行的相关程序 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次发行股份购买资产新增股份已于 2025 年 8 月 26 日在中国证券登记结算 有限责任公司上海分公司办理完成登记手续。 本次发行新增股份在其限售期满的次一交易日在上海证券交易所上市交易 （预计上市时间如遇法定节假日或休息日，则顺延至其后的第一个交易日），限 售期自股份发行完成之日起开始计算。 ? 资产过户情况 本次交易标的资产的过户手续已办理完毕。 如无特别说明，本公告中涉及有关单位及术语的简称与上市公司同日在上海 证券交易所网站（http://www.sse.com.cn）披露的《安徽安孚电池科技股份有限 公司发行股份及支付现金购买资产并募集配套资金暨关联交易实施情况暨新增 股份上市公告书》中的释义相同。 一、本次发行概况 （二）本次发行情况 本次发行股份购买资产 ...

Core Viewpoint - The announcement details the results of the shareholding increase plan by the controlling shareholder of Anhui Anfu Battery Technology Co., Ltd., which has been nearly completed but is now terminated to avoid triggering mandatory tender offer obligations [2][3][7]. Summary by Sections Shareholding Increase Plan - The controlling shareholder, Shenzhen Qianhai Glory Capital Management Co., Ltd., initially planned to increase its shareholding by no less than RMB 300 million, later raising the amount to RMB 500 million [2][4]. - As of the announcement date, the total amount of shares purchased by the controlling shareholder reached RMB 335.33 million, completing 98.79% of the planned increase [2][4]. Termination of the Plan - The increase in shareholding was terminated because the controlling shareholder's voting rights reached 29.98%, and further increases would trigger mandatory tender offer obligations under the regulations [3][7]. - The decision to terminate the plan was based on objective regulatory constraints rather than issues related to funding or commitment [7]. Future Outlook - Despite the termination of the shareholding increase plan, the controlling shareholder maintains confidence in the company's core competitiveness and long-term investment value, indicating ongoing support through strategic collaboration [7][8].

Core Viewpoint - Anfu Technology (603031.SH) reported a revenue of 2.428 billion yuan for the first half of 2025, reflecting a year-on-year growth of 4.98% [1] - The company's net profit attributable to shareholders reached 107 million yuan, marking a year-on-year increase of 14.38% [1] - The non-recurring net profit was 103 million yuan, showing a year-on-year growth of 12.75% [1] - Basic earnings per share stood at 0.50 yuan [1] Financial Performance - Revenue: 2.428 billion yuan, up 4.98% year-on-year [1] - Net Profit: 107 million yuan, up 14.38% year-on-year [1] - Non-recurring Net Profit: 103 million yuan, up 12.75% year-on-year [1] - Basic Earnings per Share: 0.50 yuan [1]

Group 1 - The report indicates that the market is in a bullish atmosphere, with conditions for a bull market gradually being established due to cyclical improvements in fundamentals and the potential initiation of incremental capital circulation [6][14]. - The previous gold stock combination from August 1 to August 29, 2025, achieved a return of 12.33%, outperforming the Shanghai Composite Index and the CSI 300 Index by 5.23 and 2.87 percentage points, respectively [6][15]. - The report highlights a cumulative increase of 374.99% for the gold stock combination since its inception on March 28, 2017, with the A-share combination rising by 297.73% [6][15]. Group 2 - The recommended investment strategy focuses on breakthroughs in domestic technology chains and advanced manufacturing, emphasizing sectors with high global market share and the "anti-involution" trend [6][14]. - The report suggests that the "iron triangle" stocks, which include Zhuhai Guanyu, Luxi Chemical, and Tianzhun Technology, are key picks due to their strong growth prospects and market positioning [6][17]. - Other recommended stocks include Anfu Technology, Changjiu Logistics, China Shipbuilding, Zhongshan Public Utilities, Alibaba-W (Hong Kong), Greentown China (Hong Kong), and Fourth Paradigm (Hong Kong) [6][17][18]. Group 3 - Zhuhai Guanyu is noted for its high growth in consumer battery sales and technological advantages in steel shell and silicon-carbon batteries, with significant revenue and profit improvements expected [6][17][20]. - Luxi Chemical is benefiting from a recovery in market conditions and improvements in supply-demand dynamics for caprolactam and organosilicon, with ongoing project developments enhancing long-term growth potential [6][17][20]. - Tianzhun Technology is recognized as a partner of NVIDIA's Jetson Thor platform, with growth in humanoid robot controller business and deep collaborations with leading humanoid robot clients [6][17][20].